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🏢Surveyor FirmRegister your firm
Joining an existing firm (as Manager, Surveyor, Jr. Surveyor, or Claim Handler)? Your Firm Owner or Manager creates that account for you from their My Team panel — you don't register it yourself.
Basic Details
Field Documentation System for Insurance Surveyors
SurveyDocs
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This info will appear on all your PDF outputs as letterhead
Your Letterhead
Tap to upload your letterheadPNG / JPG — your full letterhead design. Shown as-is at the top of every PDF/Word document (optional — you can fine-tune the fit later in Settings)
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Quick Actions
📋New ClaimRegister a claim
📷CameraCapture photos
📄DocumentsCapture & name docs
📊Photo SheetA4 PDF export
📝Statement / JIRInsured statement & JIRBeta
⬇️JIR DownloadFilled if available, else blankBeta
📋ILAImmediate Loss AdviceBeta
📑LORLetter of RequirementSoon
🗂️FSRFinal Survey ReportSoon
📝My StatementFill insured statementSoon
📁My ClaimsView claim statusSoon
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Insurer GST
Name · Address · GST
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Deleted Claims Report
Audit · Who · When
Manage Users
Registered Users
Policy Names
Policy Names
Add Policy Name
Insurer GST
Insurer GST
Populates the Insurer's GSTIN dropdown on the Raise Bill form (per insurer, per state — insurers have a different GSTIN in each state).
Add Insurer GST
Deleted Claims Report
Deleted Claims — Audit Report
Deleted claims are never erased from the cloud — they are only hidden. Pick a date range (by deletion date) and download the report.
Permanently Delete
Removes the case, all its data, and its Cloudflare R2 photos/voice-notes — from Supabase, this device, and every other device. Cannot be undone.
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Account Settings
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Upload your photo
Shown in the top bar instead of initials
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Letterhead Settings
Upload Your LetterheadPNG / JPG — your full letterhead design (name, logo, address etc. already on it). This image alone is printed at the top of every PDF/Word document — fit to the page width, height auto-scaled to your image's own shape.
Upload Your Company LogoPNG / JPG — a small square/round logo (separate from your letterhead above). Used as the corner stamp on camera-captured claim photos, and as a faint watermark on page 2+ of your reports.
Used in auto-generated file numbers. Example: SKM/26-27/000001
Only set this once (e.g. migrating from another system, or to pick a starting point) — after that it auto-increments by itself. Leave blank to keep numbering from your existing claim count.
Billing Details RAISE BILL
One-time setup — used to generate your Tax Invoices (fee bills).
Invoice Numbering
Set once — every new bill (any department) auto-numbers itself as Prefix + (last no. + 1). No need to type a number each time.
Only set this the first time (or to correct a mistake) — after that it auto-increments by itself.
Office Locations (add one per branch — a firm can have offices across India)
Used to auto-calculate KM Run on the Raise Bill Conveyance table (straight-line distance to each visit day's photo location, round trip). On each bill you pick which office to measure from.
Section D — Missile Testing Operations / मिसाइल परीक्षण से नुकसान विवरण
Section D — Terrorism / आतंकवाद विवरण
Section E — Past Claim History — Last 3 Years / पिछले 3 वर्षों का दावा इतिहास
Section F — Details of Damaged Property / क्षतिग्रस्त संपत्ति का विवरण
Select every item affected by the loss — its item-wise loss detail (Section G) is filled in the separate "Detail of Loss" form, not here.
Advice for the Insured (for JIR) / बीमित को सलाह
Untick anything not relevant — only checked items print in the downloaded JIR.
Surveyor's Remarks / सर्वेयर की टिप्पणी
Remarks by the Insured / Insured Representative / बीमित की टिप्पणी
Section H — Declaration / घोषणा
I, the undersigned, do hereby solemnly declare that the above statement is true and correct to the best of my knowledge and belief. I have not suppressed any material fact and the loss/damage occurred as stated above. I also promise to inform immediately to the Insurers and surveyors, if any other fact comes to my knowledge.
मैं, अपने पूरे होशो-हवास में घोषणा करता/करती हूँ कि मेरे द्वारा दी गई उपरोक्त जानकारी पूर्णतया सही व सच है और मैंने किसी भी तथ्य को न छिपाया है। यदि कोई अन्य तथ्य मेरी जानकारी में आता है तो मैं तुरंत बीमाकर्ता व सर्वेक्षणकर्ता को सूचित करूँगा/करूँगी।
Section I — Signature / हस्ताक्षर
Use finger/stylus to sign above / ऊपर अंगुली या स्टाइलस से हस्ताक्षर करें
Claim & Policy Details / दावा एवं पॉलिसी विवरण
Pulled automatically from the Claim Registration record.
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JIR Reference
Consignment Details / परेषण विवरण
Documents of the Consignment
Check every document available — its table opens further down, in the Documents step.
Consignment Documents — Invoice
Vehicle Detail / वाहन विवरण
Transit Detail / परिवहन विवरण
Transit Leg(s)
One row per leg — for Multi-leg transit, add a row per leg (different Carrier/Mode allowed per row). For Single-leg, just fill one row.
Mode of Transit
Doc. No.
Date
From
To
Carrier
Dt. of Delivery
Remarks at the time of delivery
Packing Details / पैकिंग विवरण
Cause of Loss / नुकसान का कारण
Road Transit (By Road)
Sea Transit (By Sea)
Spot Survey (If Applicable) / स्पॉट सर्वे (यदि लागू हो)
Documents / दस्तावेज़
Packing List / PO / Eway Bill / BE — checked in Consignment Details — appear here. (Invoice is under Consignment Details; Transit Leg documents are under Transit Detail.)
Details of Affected Items / प्रभावित वस्तुओं का विवरण
Sr#
Invoice No.
Invoice Date
Item Sr. No.
E-Way Bill No.
E-Way Bill Date
UOM
Invoice Qty
Intact Qty
Affected/Loss Qty
Nature of Damage
Remarks
Advice for the Insured / बीमित को सलाह
Untick the advice points that are NOT relevant for this claim / जो सलाह लागू नहीं है उसे अनटिक करें
Surveyor's Remarks / सर्वेयर की टिप्पणी
Section H — Remarks by the Insured Representative / बीमित प्रतिनिधि की टिप्पणी
Insured Representative — Sign-off / बीमित प्रतिनिधि विवरण
Enter a valid email address
Signature / हस्ताक्षर
Use finger/stylus to sign above / ऊपर अंगुली या स्टाइलस से हस्ताक्षर करें
Detail of Loss
Detail of Loss doesn't apply here — the Statement's Section F didn't mark Building, Stock, or Plant & Machinery as affected. This form only covers those three property types.
Section A — Plot & Boundary Wall Detail / भूखंड एवं सीमा-दीवार विवरण
Section B — Blocks in Premises / परिसर में ब्लॉक
Section C — Shed Construction / शेड निर्माण
Stock Details — Damaged Stock / क्षतिग्रस्त माल की सूची
S.#
Description of Item
UOM
Damaged Qty
Est. Rate (₹)
Est. Value of Loss (₹)
Nature of Damage
Total Estimated Loss:
₹ 0
Stock Details — Safe Stock / सुरक्षित माल की सूची
S.#
Description of Item
UOM
Qty. (Saved/Recovered)
E. Rate (₹)
Est. Value of Safe Stock (₹)
Total Value of Safe Stock:
₹ 0
List of Damaged Machinery
S.#
Name
Make
Serial No.
Capacity/Rating
Model No.
Yr Mfg
Yr Purchase
Operations
Est. Value of Loss (₹)
Nature of Damage
List of Safe Machinery
Note: In case of MBD policy no need to obtain detail of safe machinery.
S.#
Name
Make
Serial No.
Capacity/Rating
Model No.
Yr Mfg
Yr Purchase
Operations
Est. Value (₹)
Detail of Loss / Damage — Other Items (Item-wise) / अन्य वस्तुओं का मद-वार विवरण
No other damaged items were checked in the Statement's Section F.
ILA — Immediate Loss Advice
Select Claim
ILA Reference
Survey Details
Policy Sum Insured
Head
Amount (₹)
TOTAL:
₹ 0
Incident in Brief (as reported by Insured)
Our Observation
Cause of Loss
Extent of Loss
Description of Affected Property / Loss Items
Sr#
Particulars / Description of Item
UOM
Qty Claimed
Qty Assessed
Remarks / Nature of Damage
Circumstantial Supporting Evidences
Financial Details
Policy Liability
Admissibility
Advises for the Insured
Surveyor's Remarks
Disclaimer
🧾 Raise Bill
Invoice Details
Overriding here only changes this bill — the next bill still follows Profile → Billing Details' auto-increment.
Insurer / Service Details
Not found for this insurer — enter manually, or ask your admin to add it (Settings → Insurer GST).
Marine Claim Particulars
Professional Fees
Conveyance & Reimbursement (one row per visit — auto from photo dates)
Date of Visit
Conveyance
KM Run
Rate/KM (₹)
Toll/Parking (₹)
Conveyance Charges (₹)
No. of Photos
Total (₹)
Photographs @ ₹10/print, capped at 20 (IIISLA schedule). KM rate ≈15% of local petrol price/litre for Own Car, ≈7.5% for Two-Wheeler — enter manually, varies by place/time. Taxi/Train/Bus/Flight/Multiple use the actual fare — type the Conveyance Charges directly.
Additional Services / Other Charges (optional — e.g. Salvage Disposal Fee)
